LEDES export

Additional feature for creating customer-specific LEDES templates and exporting invoices in LEDES format.

Product line

Standard

Expert

Operating mode

CLOUD ABO

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 03.10.2022

Machine translated

Updated: 21.11.2024 | New version published with version requirement 6.7.0.15

Internationally active law firms are familiar with the problem: e-invoices are the standard, especially in English-speaking countries such as the USA or Great Britain. Law firms therefore usually have to submit their fee slips in the so-called LEDES format (e-billing) via a platform. With this Additional Feature , customer-specific LEDES templates can be created and fee slips can be exported in LEDES format.

The download of the config set can be found here .

Application

The additional feature places in the root folder Einstellungen the folder LEDES in which customized LEDES templates can be created and settings adjusted.

The procedure for the LEDES export is as follows:

Fill in the Fill in the fields on the user under LEDES settings.
Create a template in the root folder Create template > LEDES > LEDES Templates.
On the case under More Info > LEDES settings Assign template the appropriate template and fill in the fields.
Create an Invoice on the case.
Execute the export on the invoice via Execute export > LEDES.

LEDES settings on the user

In the user interface, on the More Info page, there is the LEDES settings section, where the following four fields must be filled in:

Timekeeper Classification:

Here you can select a Timekeeper Classification Code, which is used for the personnel classification of the user. A complete list of the codes to be used can be found in LEDES Revised Timekeeper Classifications Reference Document, which is available for download at Ledes.org . This field may be referenced in the LEDES template under Selection for editor information .

Timekeeper ID:

By default, the Internal Id of the user is entered here. This field may be referenced in the LEDES template under Selection for editor information .

Create LEDES Template

A template can be created in the root folder settings under LEDES.

If the checkboxes on the second page under services or expenses and outlays are checked, fields for entering the codes will appear. The following fields must be filled in in the LEDES templates:

Field	LEDES 98B	LEDES 98BI	More information
designation	x	x
LEDES Format	x	x	It can be selected between LEDES 98B and LEDES 98BI.
Law firm	x	x
Law Firm ID	x	x
Selection for editor information	x	x	Classification: Here you can select whether only the 2-digit code, only the designation or both should be output from the Timekeeper Classification field. Identification: Here you can select whether to output the user’s abbreviation or the Timekeeper ID. `Kürzel`: Abbreviations field on the user. `LEDES Timekeeper ID`: Field Timekeeper id on the user. By default, the Object id of the user is entered here. The field of the selected option must be filled in.
Selection for address information	x	x	Country: Here you can select whether to output the ISO-2 code, the ISO-3 code or the (English) name of the country. LEDES Client: Here you can select whether the client or the fee note address is to be output.
Checkbox Use UTBMS code for services	x	x	Standard UTBMS Code: If the check mark is checked, the code will be searched according to the following priority: Field utbms code on the service Field LEDES UTMS code on the type of service Field Standard UTMS code of the LEDES template Note: The list of all codes can be managed in the root folder settings > LEDES settings > UTBMS codes. If the check mark is unchecked, no code will be entered. Standard activity code: If the check mark is checked, the code will be searched according to the following priority: Field activity code on the service Field LEDES Activity Code on the type of service Field Standard Activity Code on the LEDES template Note: The list of all codes can be managed in the root folder settings > LEDES settings > UTBMS codes. If the check mark is unchecked, no code will be entered.
Checkbox Use UTBMS code for expenses and outlays	x	x	If the check mark is checked, the code will be searched according to the following priority: Field UTBMS code on expense/outlay UTBMS code field on expense type Field Standard UTBMS code under expenses and outlays on the LEDES template Note: The list of all codes can be managed in the root folder settings > LEDES settings > UTBMS codes. If the check mark is unchecked, no code will be entered. Dedicated UTMBS code for fixed-price expenses

LEDES settings on the case

On the case can now be found on the page More info under LEDES Einstellungen the appropriate template is selected and the fields Client ID, Lawfirm Matter ID and Client Matter ID are filled in:

Field	LEDES 98B	LEDES 98BI	Additional information
LEDES Template		x	The VAT number must be stored on the customer or the fee recipient.
Client ID	x	x	Corresponds to the Internal Id of the client and is entered automatically. Only one invoice no. can be processed per export.
Lawfirm Matter ID	x	x	Corresponds to the Internal Id of the project and is entered automatically.
Client Matter ID		x	Specified by the client.

Create invoice

A fee note can now be created on the case.

The following fields must be filled in:

Field	LEDES 98B	LEDES 98BI	Additional information
Invoice Note No.	x	x	Only one number can be processed per export.
Honorary note date	x	x
Period	x	x
Services and/or expenses, fixed-price expenses	x	x	Downpayments or lump sums are not possible and create an error during export.
Total	x	x
VAT		x	The VAT number must be stored on the customer or the fee recipient.

LEDES Export

The LEDES export can be shown on the invoice via Aktionen> LEDES shall be carried out:

An overview of the values to be exported appears. Differences between the Vertec invoice and the LEDES export can occur if rounding is different (e.g. for VAT and expenses or if a rounding for the currency has been specified). The name of the file corresponds to the invoice number.

The process can now be aborted and the invoice can be adjusted or the export can be carried out. An export file is created and the explorer opens to select a location (cloud and desktop app) or the file is saved in the downloads (web app).

Note: Depending on the LEDES platform, the structure of the LEDES export file (csv) may still need to be adjusted. Your Vertec adviser will be happy to help you with this.

Creating list settings for the services

In order to enter UTBMS codes and activity codes directly when registering the services, two new columns must be added manually in the List Settings on the user under Services. To do this, make the following settings:

The following fields are required for the column UTBMS Code be completed:

title	UTBMS code
Expression* (Ignore error message, see )	referenz,typ.zusatzfeldasstring('servtype_ledes_utbms_code'),projekt.zusatzfeldobj ('pr_ledes_template').oclastype(Usereintrag).zusatzfeld('zk11_ledes_standard_utbms_code_services')
control XML	<ComboBox ListExpression="Zusatzklasse9.allinstances->select(zusatzfeldbool('zk9_utbmsActive')) ->select(zusatzfeldobj('zk9_utbmsType').oclastype(Ordner).eintragid='FolderLedesActivityCode') ->orderby(zusatzfeld('zk9_utbmsCode'))" ShowRemoveButton="True" IsCascaded="True"> <ComboBox.ColumnDefinitions> <ColumnDefinition Header="Code" Width="50" /> <ColumnDefinition Header="Description" Expression="zusatzfeld('zk9_utbmsDescription')" Width="150" /> </ComboBox.ColumnDefinitions> </ComboBox>
Renderer	Downpayments or lump sums are not possible and create an error during export.

The following fields are required for the column Activity Code be completed:

title	Activity code
Expression* (Ignore error message, see Note: )	freereference,typ.zusatzfeldasstring('servtype_ledes_activity_code'), projekt.zusatzfeldobj('pr_ledes_template').oclastype(Usereintrag).zusatzfeld('zk11_ledes_activity_code')
control XML	<ComboBox ListExpression="Zusatzklasse9.allinstances->select(zusatzfeldbool('zk9_utbmsActive'))->select(zusatzfeldobj ('zk9_utbmsType').oclastype(Ordner).eintragid='FolderLedesActivityCode')->orderby(zusatzfeld('zk9_utbmsCode'))" ShowRemoveButton="True" IsCascaded="True"> <ComboBox.ColumnDefinitions> <ColumnDefinition Header="Code" Width="50" /> <ColumnDefinition Header="Description" Expression="zusatzfeld('zk9_utbmsDescription')" Width="150" /> </ComboBox.ColumnDefinitions> </ComboBox>
Renderer	cr_ledes.MemberCascaded

*Note:

The expression is invalid when checked by the OCL editor. The specified custom renderer still interprets the expression correctly.

Requirements and Download

The Expert product line is a prerequisite for this feature.
Additional classes 9, 10 and 11 may not yet be in use.

Important information before importing can be found in the article Interesting facts about the additional features . The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

Version Requirement	Download
6.7.0.15	Configset_ledes.xml

The following objects are created by importing the config set:

folder	Folder LEDES in the root folder settings with the following subfolders: LEDES Templates LEDES settings
Reports & Scripts	Script: cr_ledes Script: LEDES Script: VertecCSVExporterClasses
Custom fields	A total of 38 Custom Fields are created.
Class Settings	Class settings and page customizations for supplementary classes 9, 10 and 11. as well as for the classes outlay, expense type, service, project, project user, expenses, expense type and servicetype.
Translations	A total of 88 Translations are created.

LEDES export